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Portfolio (Quarterly) Guide ↗

Ulland Investment Advisors, LLC

· CIK 0001911497
13F Portfolio $136M AUM 227 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 43 Added 57 Reduced 21 Exited
Page 12 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CVS CVS Health Corporation Healthcare 11.0 $1K 0.00% $90.91 +20.3%
222 COUR Coursera, Inc. Consumer Defensive 250.0 $1K 0.00% NEW $4.00 +46.2%
223 SCHD Schwab US Dividend ETF 36.0 $1K 0.00% $27.78 +22.0%
224 AMPL Amplitude, Inc. Technology 50.0
225 GGZ Gabelli Global Small & Mid Cap Financial Services 20.0
226 VXUS Vanguard Total International Stock ETF 2.0 NEW
227 DOLE Dole, PLC Consumer Defensive 30.0
Page 12 of 12  ·  227 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.5%
Communication Services 21.5%
Industrials 17.6%
Financial Services 13.4%
Consumer Cyclical 11.1%
Healthcare 5.9%
Energy 4.5%
Consumer Defensive 1.5%
Real Estate 1.4%
Basic Materials 0.6%